MoneyDesktop and MoneyMobile

online and mobile tools

A convenient and complete money management experience seamlessly integrated into the White River Credit Union’s online banking. Include ALL your White River CU and non-WRCU accounts and get an accurate overall snapshot of your finances as a whole.

MoneyDesktop includes features like Bubble Budgets, Expense Tracking, Debt Management, and more. Not only will you be able to see all your financial accounts, balances, and transactions in one place – you will be able to visualize and interact with that data in new and meaningful ways – all conveniently and securely within online banking.

Log in to Online Banking to start using the MoneyDesktop today! Once you’re logged into Online Banking, simply click on the MoneyDesktop link to begin.

To set up Mobile Device

From MoneyDesktop, you can do a one-time setup to add MoneyMobile to your phone
Click on the Bell Notification icon in the upper right corner
Click on the Settings Cog icon
Select Mobile Devices from the top menu, then select Generate Access Code to set up a new mobile device
Download the MoneyMobile app from the iOS or the Android App Store
Enter the 8 digit access code generated from MoneyDesktop

Start using the NEW MoneyDesktop and MoneyMobile today!

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Start using the new MoneyDesktop and MoneyMobile today!

Bubble Budgets

Tell your money to shape up

MoneyDesktop delivers a better way to budget. Visualize and interact with your budgets in a more meaningful way – using bubbles!

Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.

At a glance, you will be able to determine a budget’s:

State/Status (color) over, under, or near budget
Relative Value (size)
Spending Progress (meter)
Relationship to other budgets

Expense Tracking

Tell your money to make up its mind

Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend.

MoneyDesktop automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going. Unlike other spending pies, MoneyDesktop reinforces the parent-child relationship of categories, giving you in-depth insights into your spending habits.

Debt Management

Take control of your financial future

MoneyDesktop allows you to create a customized financial plan that fits your lifestyle.

This includes data visualization that reflects debt details – allowing a user to quickly see which debts are being paid down and for how long.

At some point in our lives, most of us have borrowed beyond our means. If you’re in over your head, MoneyDesktop is designed to give you step-by-step instructions on how to get out of debt, and stay out for good.

Net Worth

Get the big picture

The Net Worth app displays data that can be immediately actionable and motivating.

For those users that have a lot of debt and slow changes each month, net worth can be a daunting report. The Net Worth app allows you a contextually accurate data visualization of your assets vs. liabilities.

Quickly determine if you are moving in the right direction – and to what degree. Even the smallest changes are easy to see and place in context.

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online and mobile tools